Integrated Capital Management's Form ADV discloses 2.50% on the first $1 million, 1.25% on the next $1 million, and negotiable rates above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #284766), Integrated Capital Management is subject to fiduciary duty under federal law.
Integrated Capital Management is headquartered in BLOOMFIELD HILLS, MI.
Integrated Capital Management serves 153 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, Integrated Capital Management offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Integrated Capital Management manages $430 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, Integrated Capital Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓